Bedel Financial Consulting, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 370 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.

Quarter-by-quarter ownership
Bedel Financial Consulting, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$77,000
-3.8%
2650.0%0.02%
-4.0%
Q4 2021$80,000
+9.6%
2650.0%0.02%0.0%
Q3 2021$73,000
+1.4%
2650.0%0.02%0.0%
Q2 2021$72,000
+7.5%
2650.0%0.02%
-3.8%
Q1 2021$67,000
+3.1%
2650.0%0.03%
-10.3%
Q4 2020$65,000
+8.3%
2650.0%0.03%
-3.3%
Q3 2020$60,000
+5.3%
2650.0%0.03%
-3.2%
Q2 2020$57,000
+14.0%
2650.0%0.03%
-6.1%
Q1 2020$50,000
-12.3%
2650.0%0.03%
+3.1%
Q4 2019$57,000
+14.0%
2650.0%0.03%
+6.7%
Q3 2019$50,000
-3.8%
2650.0%0.03%
-6.2%
Q2 2019$52,000
+2.0%
2650.0%0.03%
-3.0%
Q1 2019$51,000
+6.2%
2650.0%0.03%
-5.7%
Q4 2018$48,000
-7.7%
2650.0%0.04%0.0%
Q3 2018$52,000
+10.6%
2650.0%0.04%0.0%
Q2 2018$47,000
+2.2%
2650.0%0.04%0.0%
Q1 2018$46,0002650.04%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,794$11,507,0007.35%
Sowa Financial Group, Inc. 30,388$7,473,0005.03%
First Citizens Financial Corp 19,195$4,672,0004.07%
JGP Wealth Management, LLC 58,474$14,776,0003.42%
Oakworth Capital, Inc. 95,927$23,589,0003.06%
HC Advisors, LLC 12,738$3,132,0002.14%
Cadent Capital Advisors, LLC 16,091$3,957,0001.95%
Kesler, Norman & Wride, LLC 28,270$6,952,0001.94%
PETTYJOHN, WOOD & WHITE, INC 22,458$5,523,0001.41%
Mine & Arao Wealth Creation & Management, LLC. 7,900$1,943,0001.40%
View complete list of ISHARES TR shareholders